It is common for many organizations to provide sales quotes to their clients and then the sales people will follow up and sometimes they win the deal and sometimes they don't. In cases where they don't win the deal it would be nice if there was a "Lost Sale" button that they could click on the sales quote and/or the sales quote line. When they click on this button they get a misc table of "lost sales" reasons that they can choose from (ex: Price too high, lead time too long, competitor had better quality product, etc). Once they select the reason they should also be able to click on an option for "additional details" if they have some, then a text block could open up and they could provide additional details on why they lost the sale. On the back end of the process there would need to be some inquiries and statistics that management could run which would summarize this lost sales data in a meaningful way.

by: Kevin C. | over a year ago | Distribution